+71.1%
NEE vs IAU
+98.8%
-27.7%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.8% | +2.0% | -0.3% |
| 7D | -3.4% | -5.5% | +2.1% | -2.4% |
| 30D | +9.0% | -7.0% | +16.0% | +10.3% |
| 3M | +0.2% | -12.3% | +12.5% | +2.2% |
| 6M | -8.5% | -17.9% | +9.5% | -5.3% |
| YTD | +8.6% | -10.3% | +18.9% | +8.8% |
| 1Y | +2.2% | -7.9% | +10.1% | +1.6% |
| All | +71.1% | +98.8% | -27.7% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded IAU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling